Senior Specialist, Client Processing

We’re seeking a future team member for the role of Senior Specialist, Client Operations to join our Managed Account Solutions team. This role is located in Berwyn, Pennsylvania (office based, 4 days a week). In this role, you’ll make an impact in the following ways: Perform trade model-based managed account trade administration Manage multiple workflow queues throughout the day to ensure accounts are traded within client/sponsor guidelines Conduct quality control checks of account-related transactions to ensure accuracy prior to trading Communicate frequently with custodians, banks, and brokers to expedite and resolve issues Identify opportunities to improve operational workflows, enhance efficiency, and support process optimization initiatives Leverage technology tools and demonstrate curiosity around AI-enabled solutions to help streamline processes, reduce manual effort, and improve the client and operational experience To be successful in this role, we’re seeking the following: Bachelor’s degree in business, finance, or a related field required 5 - 7 total work experience preferred FINRA Series 7 license required, or ability to obtain within a defined period after hire Strong analytical, research, and problem-solving skills with exceptional attention to detail Exceptional organizational skills with the ability to prioritize and manage multiple tasks in a deadline-oriented environment; self-starter Strong verbal and written communication skills to interact with internal and external parties; proficiency with Microsoft Office and ability to quickly learn proprietary systems Familiarity with AI tools and emerging technologies, or a demonstrated aptitude and willingness to learn how to apply AI to drive process improvements, efficiency gains, and better business outcomes A continuous improvement mindset with the ability to identify, suggest, and help implement innovative operational solutions